See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,198 | $152,587+84.9% | $125,175+125.4% | $152,861+84.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.96% | 54.84%-33.9pp | 43.79%-22.8pp | 345.32%-324.4pp |
| Employer contribution / active EE | $6,319 | $4,946+27.7% | $3,865+63.5% | $4,762+32.7% |
| Participant deferral / active EE | $7,915 | $5,868+34.9% | $4,937+60.3% | $5,850+35.3% |
| Admin fee / account holder | $74,186 | $13,434+452.2% | $9,702+664.6% | $11,596+539.7% |